- Citigroup (Queens, NY)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth...closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients,… more
- City of New York (New York, NY)
- …a specific mission and meet program goals. Duties and Responsibilities The Public Advisor II (under the direction of the Supervising Public Health Advisor ) ... skills, fluency in English and Spanish or French preferred LICENSE REQUIREMENTS: A motor Vehicle Driver's license ...per a 2024 assessment. o additional health, fitness, and financial benefits may be available based on the position's… more
- JPMorgan Chase (New York, NY)
- …with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, ... and skills** + A valid and active Series 7 license is required or may be obtained within a...Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made… more
- Raymond James Financial, Inc. (NY)
- …as they apply to account trading activity of clients' accounts by monitoring financial advisor activity, reporting findings and managing concerns in a ... management associates to inform them of any supervisory concerns that may arise with financial advisors and work together with them to address these concerns as well… more
- Charles Schwab (New York, NY)
- …quo" and transform the finance industry together._ As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and ... or CFA(R) designation + Bachelor's degree + Active and valid FINRA Series 7 license + _May be obtained with a 120-day condition of employment_ + Active and… more
- Sedgwick (Albany, NY)
- …Top Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Surety Claims Advisor **PRIMARY PURPOSE** **:** To ... from an accredited college or university required. Must have current adjuster license , multiple states preferred. Professional certification as applicable to line of… more
- Elevance Health (Middletown, NY)
- **National Account Advisor ** **Location: This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity, while providing ... and experience which would provide an equivalent background. + Sales license required where necessary. **Preferred Skills, Experience and Capabilities:** +… more
- City of New York (New York, NY)
- …Initiatives, STI, and Viral Hepatitis. Reporting to a Coordinator (Supervising Public Health Advisor ), you will be working within a team of Public Health Advisors, ... either Spanish or French/Haitian Creole preferred - NYS Driver's License highly desirable - Must be able to work...per a 2024 assessment. o additional health, fitness, and financial benefits may be available based on the position's… more
- Raymond James Financial, Inc. (NY)
- …investment concepts, practices, and procedures used in the securities industry + Financial markets and products **Skill in:** + Thorough and balanced documentation ... and/or training approved by Human Resources. **Licenses/Certifications:** * Appropriate series license (s) for assigned functional area required or the ability to… more
- Northwell Health (Lake Success, NY)
- …and provides guidance on high-impact strategies and solutions based on financial , operational, technology and market analyses to help increase the profitability ... of equipment, systems and software to ensure reporting of financial and operational metrics and optimal service outcomes. +...Bachelor's Degree in Pharmacy or PharmD, required. + Current License to practice as a Pharmacist in New York… more